Advisers looking to service SMSF clients need to understand why these individuals are not engaged in the financial advice process before they can expect to make any progress to this end, according to the head of the Association of Financial Advisers (AFA).

Recent CoreData SMSF research has shown as much as $6 billion will be on the move from cash trusts over the next 12 months as trustees look to rebalance their portfolios into more active investment classes.

Q: Can the trustees of an SMSF purchase a trauma policy on behalf of a member? A:The first point to consider is whether the current trust deed of the fund allows for the purchase of a trauma policy. A trauma insurance policy normally pays out a lump sum to the policy owner if the injured […]

The latest research into the SMSF sector has revealed trustees are specifically looking for specialist advice to help them manage their retirement savings. The third annual “Intimate with Self Managed Superannuation” report, commissioned by the Self-Managed Super Fund Professionals’ Association of Australia (SPAA) and Russell Investments Australasia and conducted by Core Data, showed trustees were […]

Adelaide University has launched its new online SMSF initiative, the Specialist SMSF Course, to coincide with the 2013 Self-Managed Super Fund Professionals’ Association of Australia (SPAA) National Conference.  

Specialist superannuation administration software provider Supercorp has added an automated depreciation schedule to the range of features available on its SMSF application, superMate.

Police have warned SMSF investors to be vigilant about security following the arrest of a man on fraud charges after he allegedly cheated an SMSF investor out of $120,000.

Investors in recent times have gravitated towards the safety of cash and the pursuit of yield in an effort to navigate their way through a trying environment. With this in mind, Daniel Needham has a look at which asset classes are the most attractive right now.